摩根士丹利发表中国市场策略报告，列出新兴市场和中国「长仓」基金经理持有的前50大港股及中资股名单(Top 50 China/HK holdings among long-only EM and China active managers)：股份│国际及美国基金的组合所持权重腾讯(00700.HK) +0.500 (+0.098%) 沽空 $21.03亿; 比率 19.925% │17.9%阿里巴巴-W(09988.HK) -3.600 (-2.846%) 沽空 $28.30亿; 比率 27.908% │10%宁德时代(300750.SZ) -1.310 (-0.335%) │3.2%中国平安(02318.HK) -0.150 (-0.240%) 沽空 $6.64亿; 比率 25.925% │3.1%建行(00939.HK) -0.060 (-0.705%) 沽空 $5.45亿; 比率 30.143% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.150 (-0.169%) 沽空 $3.10亿; 比率 16.529% │2.5%网易(09999.HK) -1.600 (-0.896%) 沽空 $1.82亿; 比率 19.908% │2.1%招行(03968.HK) +0.400 (+0.805%) 沽空 $2.40亿; 比率 34.655% │2.1%美团-W(03690.HK) -0.500 (-0.565%) 沽空 $9.17亿; 比率 29.748% │1.8%相关内容《大行》高盛对金矿股投资评级及目标价(表)小米(01810.HK) -1.400 (-4.274%) 沽空 $21.33亿; 比率 40.077% │1.6%紫金(02899.HK) -0.720 (-1.937%) 沽空 $3.43亿; 比率 23.640% │1.5%携程(09961.HK) -7.200 (-1.760%) 沽空 $1.09亿; 比率 18.983% │1.4%美的集团(000333.SZ) -0.210 (-0.274%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -4.530 (-0.309%) │1.1%汇川技术(300124.SZ) -1.410 (-2.090%) │1.0%比亚迪(01211.HK) -5.000 (-4.682%) 沽空 $12.28亿; 比率 39.755% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -4.060 (-1.964%) │0.9%国寿(02628.HK) +0.060 (+0.228%) 沽空 $2.00亿; 比率 17.140% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.370 (-0.637%) │0.9%中国财险(02328.HK) -0.040 (-0.271%) 沽空 $5.52千万; 比率 13.752% │0.9%港交所(00388.HK) -4.200 (-1.018%) 沽空 $2.96亿; 比率 17.638% │0.6%工行(01398.HK) +0.080 (+1.168%) 沽空 $3.72亿; 比率 30.301% │0.6%翰森制药(03692.HK) +0.360 (+0.942%) 沽空 $7.97千万; 比率 18.699% │0.6%药明康德(02359.HK) +4.300 (+3.451%) 沽空 $1.31亿; 比率 22.324% │0.6%海尔智家(06690.HK) -0.280 (-1.331%) 沽空 $9.44千万; 比率 22.764% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.000 (-1.792%) 沽空 $2.43亿; 比率 32.344% │0.5%澜起科技(688008.SH) -0.040 (-0.029%) │0.5%申洲(02313.HK) +0.320 (+0.651%) 沽空 $7.08千万; 比率 17.347% │0.5%华润置地(01109.HK) -0.080 (-0.272%) 沽空 $1.79亿; 比率 37.437% │0.5%恒瑞医药(600276.SH) -0.490 (-0.853%) │0.5%京东(09618.HK) -0.200 (-0.179%) 沽空 $2.77亿; 比率 22.486% │0.5%安踏(02020.HK) +1.400 (+1.725%) 沽空 $1.33亿; 比率 18.007% │0.5%华润啤酒(00291.HK) -0.020 (-0.074%) 沽空 $3.36千万; 比率 12.209% │0.5%创科(00669.HK) +1.500 (+1.337%) 沽空 $2.80亿; 比率 28.629% │0.4%中石油(00857.HK) +0.210 (+1.989%) 沽空 $2.54亿; 比率 20.893% │0.4%相关内容《大行》美银证券上调今年油价预测 升中石油(00857.HK)目标价至12元海螺水泥(00914.HK) -0.340 (-1.589%) 沽空 $1.38千万; 比率 10.107% │0.4%太保(02601.HK) -0.460 (-1.347%) 沽空 $5.01千万; 比率 12.367% │0.4%快手(01024.HK) -1.680 (-3.597%) 沽空 $8.21亿; 比率 28.757% │0.4%洛阳钼业(03993.HK) -0.280 (-1.493%) 沽空 $1.36亿; 比率 19.243% │0.4%北方华创(002371.SZ) +8.860 (+1.910%) │0.4%紫金黄金国际(02259.HK) -5.100 (-2.683%) 沽空 $1.53亿; 比率 14.297% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +3.610 (+1.136%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.560 (+2.351%) 沽空 $4.74亿; 比率 17.816% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-09 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)